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ST MARGARET OF SCOTLAND EPISCOPAL SCHOOL

EIN 95-3408913 SAN JUAN CAPO, CA

Revenue 2024
$62,234,450
Expenses 2024
$58,329,988

Program services were 87.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
Classification
1000
Street
31641 LA NOVIA AVE

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

Mission

THE SPECIFIC AND PRIMARY PURPOSES FOR WHICH THIS SCHOOL WAS FORMED ARE AS FOLLOWS: (A) TO PROMOTE AND FOSTER, IN CONJUNCTION WITH THE PROTESTANT EPISCOPAL CHURCH IN THE DIOCESE OF LOS ANGELES, (CONTINUED ON SCHEDULE O)THE DEVELOPMENT OF THE INTELLECTUAL, SPIRITUAL AND PHYSICAL CAPACITIES OF EACH STUDENT ENROLLED IN THE SCHOOL, (B) TO PREPARE STUDENTS FOR HIGHER EDUCATION, AND (C) TO SERVE AS A NONPROFIT, INDEPENDENT EPISCOPAL SCHOOL IN SERVICE TO FAMILIES OF THE COMMUNITY WITHOUT REFERENCE TO RACE, COLOR, SEX, RELIGION, OR NATIONAL ORIGIN.

Activities or mission (Part I)

A COLLEGE PREPARATORY SCHOOL THAT SERVES OVER 1,200 STUDENTS FROM PRESCHOOL THROUGH GRADE TWELVE.

  • A COLLEGE PREPARATORY SCHOOL THAT SERVES OVER 1,200 STUDENTS FROM PRESCHOOL THROUGH GRADE TWELVE IN KEEPING WITH THE EPISCOPAL TRADITION OF EDUCATION. THIS CLASSICAL LEARNING ENVIRONMENT PAIRS EXCELLENT ACADEMICS WITH A WIDE VARIETY OF EXTRA-CURRICULAR ACTIVITIES, INCLUDING ATHLETICS, FINE ARTS, AND COMMUNITY SERVICE PROVIDING AN ENVIRONMENT THAT DEVELOPS CHARACTER AND VALUES. STUDENTS DEVELOP THE CONFIDENCE AND INTEGRITY TO PURSUE LIFELONG COMMITMENT TO SPIRITUAL AND INTELLECTUAL GROWTH.

    Expenses $49,478,788 · Grants $7,608,570 · Revenue $53,086,929

  • SUMMER SCHOOL PROGRAMS - SUMMER AT ST. MARGARET'S FOSTERS EXPLORATION, INNOVATION, COLLABORATION, AND INDEPENDENCE IN A NURTURING, SMALL-GROUP ENVIRONMENT, BUILDING ON THE SCHOOL'S MISSION OF EDUCATING THE HEARTS AND MINDS OF YOUNG PEOPLE FOR LIVES OF LEARNING, LEADERSHIP, AND SERVICE. CAMPS INCLUDE OUTDOOR ADVENTURES, ATHLETICS, PERFORMING AND VISUAL ARTS, AND ACADEMIC EXPLORATION.

    Expenses $852,144 · Grants $138,814 · Revenue $970,043

  • DRAMA PRODUCTIONS AND DANCE INCOME ARE FOR SHOWS PUT ON BY THE STUDENTS AT VARIOUS TIMES DURING THE YEAR. PARENT TEACHER FELLOWSHIP MEMBERSHIP FEES SUPPORT COMMUNITY EVENTS.

    Expenses $406,946 · Revenue $599,597

  • WEE TARTAN DAYCARE CENTER PROVIDES BOTH FULLTIME AND PARTTIME DAYCARE SERVICES FOR UP TO FIFTEEN EMPLOYEES WHO HAVE INFANTS FROM THREE MONTHS OLD UP TO THREE YEARS OLD.

    Expenses $237,899 · Revenue $166,600

  • SPECIAL CAMP: SPECIAL CAMP IS A SUMMER PROGRAM RUN BY THE SCHOOL FOR SPECIAL NEEDS PERSONS OPEN TO THE PUBLIC.

    Expenses $153,401 · Revenue $212,786

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • REV JOHN HARVEY TAYLOR

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • DANA SULLIVAN

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • CATHLEEN STAHL

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • PAUL C WESTHEAD

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • BERNARD E SCHNEIDER

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • SUSAN E BROWN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT D EDWARD CANON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUAD ELIAS-ATALA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RYAN KORINKE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BENN MCCALLISTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TANIA ROBERTSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MATTINGLY MESSINA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALETHEA MONGE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • VICTORIA OTTERBEIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARK RISNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KATIE RODIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SAMUEL CORLISS JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JASON A WEISS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROGER YANG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JESSICA KLAUSNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAY SPENUZZA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALANNA CAJTHAML

    CFOO

    Total calculated
    $391,700
    From this org
    $333,542
    From related orgs
    $0
    Other
    $58,158
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $333,542
    Bonus
    $0
    Other
    $0
    Deferred
    $31,294
    Nontaxable benefits
    $26,864
    Filer's total
    $391,700

  • JENEEN GRAHAM

    HEAD OF SCHOOL

    Total calculated
    $533,825
    From this org
    $453,333
    From related orgs
    $0
    Other
    $80,492
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $453,333
    Bonus
    $0
    Other
    $0
    Deferred
    $42,300
    Nontaxable benefits
    $38,192
    Filer's total
    $533,825

  • JONATHAN TUFO

    EXEC DIRECTOR OF ADVANCEMENT

    Total calculated
    $300,395
    From this org
    $204,928
    From related orgs
    $0
    Other
    $95,467
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $204,928
    Bonus
    $0
    Other
    $0
    Deferred
    $20,363
    Nontaxable benefits
    $75,104
    Filer's total
    $300,395

  • PATRICK BENDZICK

    ASSISTANT HEAD OF SCHOOL

    Total calculated
    $252,906
    From this org
    $199,410
    From related orgs
    $0
    Other
    $53,496
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,410
    Bonus
    $0
    Other
    $0
    Deferred
    $18,956
    Nontaxable benefits
    $34,540
    Filer's total
    $252,906

The first 25 listed. Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $62,234,450
    Expenses
    $58,329,988
    Contributions
    $6,286,785
    Grants paid
    $7,747,384
  • 2023
    Revenue
    $66,039,065
    Expenses
    $55,669,754
    Contributions
    $11,486,038
    Grants paid
    $7,354,103
  • 2022
    Revenue
    $54,998,568
    Expenses
    $51,895,261
    Contributions
    $4,478,218
    Grants paid
    $6,027,509

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $44,754,351
    Expenses
    $42,802,578
    Assets (EOY)
    $130,817,135

  • 2020 · 990

    Revenue
    $40,914,385
    Expenses
    $41,397,291
    Assets (EOY)
    $134,064,500

  • 2019 · 990

    Revenue
    $41,046,167
    Expenses
    $38,564,156
    Assets (EOY)
    $129,971,358

  • 2018 · 990

    Revenue
    $44,408,473
    Expenses
    $37,738,169
    Assets (EOY)
    $121,119,791

  • 2017 · 990

    Revenue
    $38,186,448
    Expenses
    $36,116,363
    Assets (EOY)
    $113,979,665

  • 2016 · 990

    Revenue
    $36,837,914
    Expenses
    $34,791,433
    Assets (EOY)
    $110,736,245

  • 2015 · 990

    Revenue
    $34,315,860
    Expenses
    $33,853,130
    Assets (EOY)
    $107,925,819

  • 2014 · 990

    Revenue
    $34,118,899
    Expenses
    $32,634,150
    Assets (EOY)
    $107,448,603

  • 2013 · 990

    Revenue
    $41,073,766
    Expenses
    $31,408,839
    Assets (EOY)
    $104,638,135

  • 2012 · 990

    Revenue
    not reported
    Expenses
    $30,449,555
    Assets (EOY)
    $93,863,584

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

The 10 largest by cash amount. The API serves every itemized grant.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Disregarded entities on its 2024 return

  • SMES PADS OWNER LLC

    LESSOR OF OFFICE BUILDING SUITES · DE · income $148,245 · assets $6,439,064

  • SMES OFFICE OWNER LLC

    LESSOR OF OFFICE BUILDING SUITES · DE · income $626,512 · assets $6,089,359

  • CALLE ARROYO PROPERTY LLC

    OWNER OF PROPERTY · CA · income $12,000 · assets $0

  • ORTEGA III LLC

    REAL PROPERTY OWNERSHIP · CA · income $0 · assets $0

Related corporations and trusts on its 2024 return

  • CHARITABLE REMAINDER UNITRUST (1)

    TRUST · CA · controlled entity

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 26 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.